Retirement plan

JONKMAN CONSTRUCTION 401(K) PLAN

Name: JONKMAN CONSTRUCTION, LLC - JONKMAN CONSTRUCTION 401(K) PLAN (2016) Form 5500
Creator: JONKMAN CONSTRUCTION, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JONKMAN CONSTRUCTION 401(K) PLAN, JONKMAN CONSTRUCTION, LLC

JONKMAN CONSTRUCTION, LLCEIN 35-2248449Plan #001PY 2016

901 C BEDFORD - NORTH KANSAS CITY, MO 641164114816-221-4741jonkmanconstruction.comLinkedIn11-50 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$790K

No prior year

Total participants

No prior year

Average account balance

$60,735

No prior year

Annual return

11.81%

No prior year

Benchmarks

See 35,838 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,838 peers

Snapshot2016

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.18M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$187K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

106.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$184K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.65%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$25618

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$88K

$6266 / participant

Other / not subdivided$88K100.0%

% of EOY assets

11.110%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$60,735

$99,341-38.9%

$84,750-28.3%

$273,965-77.8%

Participation rate

78.6%

80.7%-2.1pp

76.6%+2.0pp

83.0%-4.4pp

Annual return

11.81%

22.93%-11.1pp

22.78%-11.0pp

41.45%-29.6pp

Employer contribution / active EE

$1,857

$4,214-55.9%

$3,574-48.1%

$4,869-61.9%

Participant deferral / active EE

$5,319

$4,269+24.6%

$3,712+43.3%

$5,287+0.6%

Admin fee / account holder

$6,748

$6,644+1.6%

$5,332+26.5%

$10,132-33.4%

JONKMAN CONSTRUCTION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JONKMAN CONSTRUCTION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion